About Me
As an entrepreneur, founder, and family business owner myself, I have a deeper understanding of what you are going through, how you define your needs, and where your goals are set.
I am a dealmaker, but I am also a Chartered Life Underwriter®, Chartered Financial Consultant®, and strategic planner. I can help you get there beyond the transaction. Hi, I’m Graeme Woods, A financial consultant specializing in business value and wealth management. Imagine having a clear strategic plan that not only grows your business and income but also secures your financial future. I help business owners to: o Create o Manage o Grow o Protect o Access o And transfer Their business value. By integrating business value estimates into comprehensive financial planning, I implement total wealth management and help to ensure my you and my clients are well prepared for retirement, estate planning, and any exit strategy you choose. Connect with me to learn how we can grow and protect your business value together.
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Interests & Hobbies
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Credentials
No Designations
Chartered Designations
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Disclosures
Graeme S. Woods, CLU®, ChFC® is an investment adviser representative of G.S. Woods Wealth Management, a registered investment adviser. Securities are offered through Finalis Securities LLC Member FINRA/SIPC. Multi Arbitrage Capital solutions, LLC is not a registered broker-dealer, and Finalis Securities LLC and Multi Arbitrage Capital solutions, LLC unaffiliated entities. Finalis Privacy Policy | Finalis Business continuity Plan | FINRA Broker Check. www.gswwealth.com (the "G.S. Woods Financial solutions LLC Website") is a website operated by G.S. Woods Financial Solutions LLC, a privately held Maryland limited liability company. G.S. Woods Financial Solutions LLC provides Wealth Management & Financial Planning, Risk Management & Insurance, Business Consulting. Other services, such as securities-related transactions, are offered separately by Graeme Woods in his capacity as a registered representative of Finalis Securities LLC Member of FINRA/SIPC.